COPPER IS THE NEW DIGITAL SCARCITY: WHY I'M ACCUMULATING PHYSICAL METAL
Forget the noise. My conviction shifted from
$BTC to the physical foundation of the next cycle: Copper. This is not a trade; it is a strategic positioning based on undeniable structural imbalance.
⚠️ Data centers powering AI demand massive electrical upgrades, all needing copper. EVs and the entire renewable transition are locked into this metal. This is embedded, non-negotiable demand.
The supply side is brutal. New mines take two decades to come online. Ore grades are falling. We are facing structural deficits because physical supply cannot match the speed of global energy transformation.
I am taking direct physical exposure. Mining stocks introduce too much operational risk. Tangible assets with real-world necessity are the ultimate hedge against abstraction. Copper is how the world is built.
#CopperSupercycle #PhysicalHedge #AIInfrastructure #StructuralDemand 🚀